diff options
authorVrishali Doke2012-08-20 07:13:59 (EDT)
committer Manik Kishore2012-08-20 07:13:59 (EDT)
commit66135d758a41fb0f65d8270b50d386e76377949f (patch)
parent2d4fcf36a9757cba9746ee9229db7d7eb3074def (diff)
CRNT-25041 - Documented Swim Lanes
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<script language="JavaScript" type="text/javascript">
- writeNavigation("Copying and Pasting Modeled Elements","PLUGINS_ROOT/", "mg-defdesk-15.htm","mg-copy-paste-elements.html", "../../toc.html","Business Analyst Handbooks", "mg-preface.htm","The Modeling Guide", "mg-modeler-preface.html","The Process Workbench");
+ writeNavigation("Copying and Pasting Modeled Elements",
+ "mg-defdesk-15.htm","mg-copy-paste-elements.html",
+ "../../toc.html","Business Analyst Handbooks",
+ "mg-preface.htm","The Modeling Guide",
+ "mg-modeler-preface.html","The Process Workbench");
-<h1>Pools and Lanes Usage</h1>
-<p>The @productname@ Workbench Modeler provides you with the option to
-structure and organize your model by using Pools and Lanes.</p>
+<h1>Swim Lanes Usage</h1>
+<p>The Business Process Modeling perspective allows the usage of swim lanes for creating models.
+The swim lanes are enabled by default for new process and contain a Default Pool and Default Lane.
- <li><a href="#settings">Diagram Settings</a></li>
- <li><a href="#pools">Pools</a></li>
- <li><a href="#lanes">Lanes</a></li>
- <li><a href="#upgrade">Model Upgrade Behavior</a></li>
+ <li><a href="#pool">Default Pool</a></li>
+ <li><a href="#lane">Default Lane</a>
+ <ul>
+ <li><a href="#create">Creating Lanes</a></li>
+ <li><a href="#fly">Lane Flyout Menu - Deleting Lane</a></li>
+ <li><a href="#col">Collapsing and Expanding Lanes</a></li>
+ </ul></li>
+ <li><a href="#prop">Viewing Lane Properties</a></li>
-<h2 id="settings">Diagram Settings</h2>
-<p>Before you start working with pools and lanes, you can choose specific
-settings for your process or model diagrams:</p>
+<p class="image"><img src="images/swimlane.png"
+ alt="Swim Lanes" /> <br>
+<strong>Figure:</strong> Swim Lanes</p>
+<h2 id="pool">Default Pool</h2>
+<p>By default, the Default Pool is provided for modeling. It cannot be deleted or renamed.
+The Default Pool contains a Default Lane. All lanes for a process should exist within the Default Pool.
+You cannot add symbol directly to the Default Pool. If a symbol is dropped on the Default Pool,
+the error message is displayed.
+<h2 id="lane">Default Lane</h2>
+<p>By default, the Default Lane is provided inside the Default Pool. You can create process models only
+inside lanes.</p>
+<h3 id="create">Creating Lanes</h3>
+<p>To create a lane, click the icon <strong>Create Swimlane</strong> in the toolbar.
+The lane is added to the Default Pool and to the right of the last lane. The name to each newly added lane is assigned
+based on the sequence in which lanes are added. For example, Lane 2, Lane 3 , Lane 4 and so on.</p>
+<p class="image"><img src="images/create-swim.png"
+ alt="Swim Lane Icon" /> <br>
+<strong>Figure:</strong> Swim Lane Icon</p>
+<h3 id="fly">Lane Flyout Menu - Deleting Lane</h3>
+<p>The lane flyout menu - Delete Lane icon is displayed when you hover the mouse over the lane header or when the cursor is five to ten
+pixels inside the four edges of the lane.
+<p class="image"><img src="images/del-lane.png"
+ alt="Lane Flyout Menu - Delete Lane" /> <br>
+<strong>Figure:</strong> Lane Flyout Menu - Delete Lane</p>
+<p>If you want to delete the lane, hover the mouse over the lane and click the <strong>Delete Lane</strong> icon in the
+lane flyout menu. The delete confirmation dialog is displayed. Click Yes to delete the lane and all symbols in it. Deleting the
+lane also deletes the in and out mappings to it.</p>
+<p class="image"><img src="images/del-lane-confirm.png"
+ alt="Delete Lane Confirmation Dialog" /> <br>
+<p>Note that you can delete the Default Lane but when you delete the Default Lane, Lane 1 is created automatically and it works as
+the default lane.
+If only Lane 1 exist in the process and you try to delete the Lane 1, it does not get deleted.
+To delete the Lane 1, you need to create Lane 2. Then only you can delete the Lane 1.
+Suppose you have created Lane 2 and then deleted Lane 1. In this case,
+Lane 2 becomes the default lane. If you try to delete the Lane 2, it gets deleted and Lane 1 gets created automatically.
+ So the rule is, at least one lane should exist in the process model.</p>
+<h3 id="col">Collapsing and Expanding Lanes</h3>
+<p>Click the collapse lane icon displayed in the upper-right corner of the lane header to collapse the lane.
+ </p>
+<p class="image"><img src="images/mini-lane.png"
+ alt="Collapse Lane Icon" /> <br>
+<strong>Figure:</strong> Collapse Lane Icon</p>
+<p>To expand the lane, click the Expand lane icon displayed in the upper-right corner of the collapsed lane header.</p>
+<p class="image"><img src="images/expand.png"
+ alt="Expand Lane Icon" /> <br>
+<strong>Figure:</strong> Expand Lane Icon</p>
+<h2 id="prop">Viewing Lane Properties</h2>
+<p>To view the properties of any lane, click the lane header. The properties of the lane are displayed
+at the right of the lanes. You can hide the property panel using the Hide Property Panel <img src="images/hide.png"> icon.
+Similarly, use the Show Property Panel <img src="images/show.png"> icon to view it again. </p>
+<p class="image"><img src="images/lane-prop.png"
+ alt="Lane Properties" /> <br>
+<strong>Figure:</strong> Lane Properties</p>
+<p>Following are the lane properties:</p>
- <li><a href="#classic">Drawing Mode</a></li>
- <li><a href="#orientation">Orientation</a></li>
-<h3 id="classic">Drawing Mode</h3>
-<p>To work with pools and lanes, you have to choose a special drawing mode,
-the <strong>BPMN</strong> mode. There is a default drawing mode setting for your
-workspace, which you can change in the preferences settings, as described in the
-section <a href="mg-preferences.html#classicMode">Default Drawing Mode</a> of
-the <a href="mg-preferences.html">Setting @productname@ Preferences</a> chapter.</p>
-<p>To enable or disable the drawing mode for a process diagram:</p>
- <li>Right-click in the process diagram.</li>
- <li>Select <strong>Drawing Mode</strong>.</li>
- <li>Choose one of the options <strong>Classic</strong> or <strong>BPMN</strong>.</li>
-<p class="image"><img src="images/mg-classic-mode.png"
- alt="Drawing Mode Option" /> <br>
-<strong>Figure:</strong> Drawing Mode Option</p>
-<p>Note, that this is only possible before creating the first pool or lane
-in your diagram.</p>
-<h3 id="orientation">Orientation</h3>
-<p>Before creating the first lane in your diagram, you can choose the
-modeling direction:</p>
- <li>Right-click directly on the diagram canvas or right-click the
- diagram in the Outline view.</li>
- <li>Select <strong>Orientation</strong>.</li>
- <li>Choose one the modeling directions <strong>Vertical</strong> or <strong>Horizontal</strong>.</li>
-<p class="image"><img src="images/mg-orientation.png"
- alt="Modeling Direction" /> <br>
-<strong>Figure:</strong> Setting the Modeling Direction</p>
-<p>The default modeling direction is "vertical". You can change the default
-value in the Preferences dialog (see chapter <a href="mg-preferences.html">Setting
-@productname@ Preferences</a>).</p>
-<p class="image"><img src="images/lanes-horizontal.png"
- alt="Modeling Direction Horizontal" /> <br>
-<strong>Figure:</strong> Lanes displayed in horizontal Modeling Direction</p>
-<p class="image"><img src="images/lanes-vertical.png"
- alt="Modeling Direction Vertical" /> <br>
-<strong>Figure:</strong> Lanes displayed in vertical Modeling Direction</p>
-<p>Note that changing the modeling orientation is only possible in empty
-pools. Once you added elements or lanes to the pool, the modeling orientation is
-<h2 id="pools">Pools</h2>
-<p>A <strong>pool</strong> serves as a graphical container. It must at least
-include one <strong>lane</strong>. In the @productname@ Workbench a process
-diagram automatically represents a default pool. The default pool is demarcating
-the diagram boundaries. It is not possible to create other pools in a process
-diagram or to associate Participants.</p>
-<p class="image"><img src="images/mg-pool-container.png" alt="Pool" /> <br>
-<strong>Figure:</strong> Representation of the Default Pool in a Diagram</p>
-<h2 id="lanes">Lanes</h2>
-<p>Lanes are used to organize and categorize activities within a pool. Lanes
-can only be drawn in process diagrams, not in model diagrams.</p>
-<p>You can use lanes as assignment of participants or just to serve for the
-inner structuring of pools. They can be drawn directly in process diagrams.</p>
-<!-- <p class="image"><img src="images/mg-lanes.png" alt="Lanes" border="0"/>
-<br><strong>Figure:</strong> Representation of Lanes in a Diagram</p> -->
-<p>This section covers the following topics:</p>
- <li><a href="#create">Creating a Lane</a></li>
- <li><a href="#handling">Handling Lanes</a></li>
- <li><a href="#assignment">Participant Assignment</a></li>
-<h3 id="create">Creating a Lane</h3>
-<p>A pool can have more than one lane and lanes can be nested within other
-lanes, as described in the section <a href="#nested">Nesting Lanes</a>.</p>
-<p>This section describes how to create lanes and what has to be considered
-when integrating them into the process definition. It covers the following
- <li><a href="#createLane">Create a Lane in a Diagram</a></li>
- <li><a href="#symbols">Symbols in Lanes</a></li>
- <li><a href="#title">Lane Title Bar</a></li>
- <li><a href="#nested">Nesting Lanes</a></li>
- <li><a href="#delete">Deleting Lanes</a></li>
-<h4 id="createLane">Create a Lane in a Diagram</h4>
-<p>To create a lane:</p>
- <li>Open the diagram of the process you want to place your lane in.</li>
- <li>In the diagram toolbar palette select <strong>Lane</strong>.</li>
- <li>Click on the diagram canvas. The lane is created in rectangle
- shape.</li>
-<p class="image"><img src="images/mg-draw-lane.png" alt="Drawing a lane" />
-<strong>Figure:</strong> Drawing a Lane on the Process Diagram</p>
-<p>To use the functionality of lanes, there should exist at least two lanes.
-Thus a second lane will be created automatically in case the created lane is the
-first one in the parent lane or pool and elements exist already in the
-<p class="image"><img src="images/mg-new-lanes.png"
- alt="Newly Created Lanes" /> <br>
-<strong>Figure:</strong> Newly Created Lanes</p>
-<p>Double-click the lane to open the properties dialog and set the <strong>ID</strong>
-and <strong>Name</strong> of the created lane. In the <strong>Participant</strong>
-list choose the participant the lane will be assigned to.</p>
-<p>Please refer to the section <a href="#assignment">Participant
-Assignment</a> for detailed information.</p>
-<h4 id="symbols">Symbols in Lanes</h4>
-<p>All symbols of model elements, like activities, applications, data and
-participants, are tied to lanes. Their entire bounding box fit into lanes. Newly
-created symbols are created in a lane. Existing symbols can be dragged into
-lanes, as described in the section <a href="#dragDrop">Drag and Drop of
-Symbols between Lanes</a>.</p>
-<p>If a symbol or symbol group is placed in a lane whose boundaries are
-smaller then the bounding box of the symbols, the lane is resized accordingly.</p>
-<h4 id="title">Lane Title Bar</h4>
-<p>A title bar is provided for lanes on the left of the lane for horizontal
-drawing direction and on the top for vertical drawing direction. The title bar
-contains buttons for collapse and expand as well as the name of the lane and the
-name and ID of the associated participant if such an association exists.</p>
-<p class="image"><img src="images/mg-lane-title.png" alt="Lane Title Bar" />
-<strong>Figure:</strong> Lane Title Bar</p>
-<h4 id="nested">Nesting Lanes</h4>
-<p>Theoretically lanes can be nested unlimited. A lane is inserted into
-another lane by selecting the corresponding palette symbol and selecting a
-position within an existing lane.</p>
-<p class="image"><img src="images/mg-nested-lanes.png" alt="Nested Lanes" />
-<strong>Figure:</strong> Nested Lanes</p>
-<p>If the parent pool or lane already contains symbols, a second lane is
-created in addition to the newly inserted lane and all existing symbols are put
-into this second lane. This second lane is not bound to a participant, it serves
-as a graphical help. The second lane is positioned left to the newly inserted
-lane when the drop position is in the right half of the lane and vice versa.</p>
-<p>For example:</p>
-<p class="image"><img src="images/mg-nested-lanes-symbols-pos-1.png"
- alt="Right Drop Position" /> <br>
-<strong>Figure:</strong> Right Drop Position</p>
-<p class="image"><img src="images/mg-nested-lanes-symbols-pos-2.png"
- alt="Positioning of Lane with Symbols after Right Drop" /> <br>
-<strong>Figure:</strong> Positioning of Lane with Symbols after Right Drop</p>
-<h4 id="delete">Deleting Lanes</h4>
-<p>Note that when deleting a lane, all symbols residing in this lane will be
-removed from the diagram, but the according elements still exist in the model or
-process definition.</p>
-<h3 id="handling">Handling Lanes</h3>
-<p>This section covers the following topics:</p>
- <li><a href="#resizing">Resizing Lanes</a></li>
- <li><a href="#shrink">Shrink to Fit</a></li>
- <li><a href="#dragDrop">Drag and Drop of Symbols between Lanes</a></li>
- <li><a href="#dragLanes">Drag and Drop of Lanes</a></li>
- <li><a href="#collapse">Collapsing and Expanding</a></li>
-<h4 id="resizing">Resizing Lanes</h4>
-<p>Newly created lanes have a default width and height depending on the
-drawing directions. The containing lanes or pools are resized accordingly.
-Stretching or shrinking lanes in drawing direction stretches or shrinks the
-entire pool or lane containment hierarchy. A lane cannot be smaller then the
-boundary box of all contained symbols.</p>
-<p>Handles to resize lanes are displayed for a selected lane:</p>
-<p class="image"><img src="images/mg-resize-lane.png" alt="Resizing a Lane" />
-<strong>Figure:</strong> Resizing a Lane</p>
-<h4 id="shrink">Shrink to Fit</h4>
-<p>To obtain a better overview you can shrink a lane or the default pool to
-the smallest possible size according to the symbols and sublanes it contains.
-Only the lanes and sublanes will be shrunk, which contain at least one model
-<p class="image"><img src="images/lanes-shrink-to-fit.png"
- alt="Choose the Shrink to Fit Option." /> <br>
-<strong>Figure:</strong> Choose the Shrink to Fit Option.</p>
-<p class="image"><img src="images/lanes-shrink-to-fit-result.png"
- alt="Lanes after Shrinking." /> <br>
-<strong>Figure:</strong> Lane after Shrinking.</p>
-<h4 id="dragDrop">Drag and Drop of Symbols between Lanes</h4>
-<p>Symbols - single symbols or groups - can be dragged between arbitrary
-lanes in the diagram and this way associated with the new lane. If a group of
-selected symbols is dragged, they all will be positioned in the target lane. The
-boundary of the target lane adapts to the size of all containing lanes.</p>
-<p>Moving an interactive activity into a lane will associate the lane
-performer, if existent.</p>
-<h4 id="dragLanes">Drag and Drop of Lanes</h4>
-<p>Lanes can be dragged in their surrounding lane or pool or even across the
-boundaries of those similar to the mechanisms of lane insertion. This way a lane
-may also change its level in a lane hierarchy.</p>
-<p>Dragging lanes in a containing lane or pool can be used to reorder lanes.
-When a lane is dragged and dropped, all symbols will be moved with the lane.
-Links across the boundaries of the lane will be rerouted. The positioning of the
-existing symbols in the parent lane, where it will be dropped, follows the same
-procedure as for nesting lanes, as described in the section <a href="#nested">Nesting
-<h4 id="collapse">Collapsing and Expanding</h4>
-<p>Lanes can be collapsed and expanded via a corresponding button on the
-right side of the title bar. A collapsed lane does not display contained
-symbols. All links from these symbols to symbols outside of the lane are ending
-at appropriate positions on the lane border.</p>
-<p>When a lane is collapsed, the containing lane or pool size is adapted
-according to the containment principle. Expanding a collapsed lane restores the
-size of the lane on collapse and the position of the symbols in the lane.</p>
-<p class="image"><img src="images/mg-collapse-lane.png"
- alt="Select Collapsing Button" /> <br>
-<strong>Figure:</strong> Select Collapsing Button</p>
-<p class="image"><img src="images/mg-collapse-lane-2.png"
- alt="A Lane after Collapsing" /> <br>
-<strong>Figure:</strong> A Lane after Collapsing</p>
-<!-- TODO: future feature "shrink to fit" -->
-<h3 id="assignment">Participant Assignment</h3>
-<p>Lanes may be associated with participants. Activities automatically get
-the participant assignment of the lane they are residing in.</p>
-<p>When a lane is associated with a participant, this is indicated in the
-title box of the lane by a different color. The title bar of a lane with an
-associated participant is colored dark grey, whereas the title bar of a lane
-without associated participants has a light grey:</p>
-<p class="image"><img src="images/mg-lane-participant-title.png"
- alt="Lanes with and without participant assignment" /> <br>
-<strong>Figure:</strong> Lanes with and without participant assignment</p>
-<p>You can set or change the default participant of a lane <a
- href="#explicitly">explicitly</a> or in the <a href="#propDialog">properties
-<h4 id="explicitly">Setting the Participant explicitly</h4>
-<p>Right-click the lane and select <strong>Set Default Participant</strong>.
-In the <strong>Default Lane Participant</strong> dialog choose the participant
-to assign the lane to. Only those participants compliant with the participant
-and lane hierarchy are listed for this association.</p>
-<p class="image"><img src="images/mg-assign-part.png"
- alt="Choosing the participant assigned to the lane" /> <br>
-<strong>Figure:</strong> Choosing the Participant to assign the Lane to.</p>
-<p>Note that it is not possible to assign a participant to a lane, when the
-child lane already has a participant assigned. In this case the option <strong>Set
-Default Participant</strong> is not provided for the parent lane.</p>
-<h4 id="propDialog">Setting the Participant in the Properties Dialog</h4>
-<p>Double-click the lane to open its properties dialog. In the Participant
-list choose the participant the lane will be assigned to.</p>
-<p class="image"><img src="images/mg-lane-props.png"
- alt="Lane Properties Dialog" /> <br>
-<strong>Figure:</strong> Setting the Properties of the Lane.</p>
-<p>To remove the assignment of a participant from a lane, click the <strong>None</strong>
-<p class="image"><img src="images/mg-lane-props-none.png"
- alt="Remove an assigned Participant" /> <br>
-<strong>Figure:</strong> Remove the Assignment of a Participant.</p>
-<p>Note that it is not possible to assign a participant to a lane, when the
-child lane already has a participant assigned. In this case the proposed
-participants list will be empty and the following warning will appear in the
-properties dialog:</p>
-<p class="image"><img src="images/mg-lanes-assignment-warning.png"
- alt="Participant Assignment Warning" /> <br>
-<strong>Figure:</strong> Participant Assignment Warning</p>
-<h4 id="partBeh">Behavior of Participant Assignment</h4>
-<p>A participant can also be assigned to an activity by selecting the <strong>Connect</strong>
-option in the diagrams toolbar. To avoid conflicts between the assignment via
-lane and the manual assignment, the assignment behavior while positioning an
-activity in a lane is the following:</p>
- <li>If the activity has no participant, it gets the performer of the
- lane.</li>
- <li>If the activity has a participant other than the lane, the old
- assignment will be removed and replaced by the one of the lane.</li>
- <li>If the activity has an assignment from a lane and is moved to
- another lane with a different performer, a dialog opens to ask if a
- replacement is desired.
- <ul>
- <li>Click <strong>Yes</strong> to replace the assigned performer
- with the one of the new lane.</li>
- <li>Click <strong>No</strong> to keep the old assignment.
- <p class="image"><img src="images/mg-replace-dialog.png" alt="" /></p></li>
- </ul>
- </li>
- <li>If an activity is converted to a manual activity, the performer is set to
- the performer of the lane, where it resides.</li>
+ <li>Name - Name of the lane.</li>
+ <li>Description - </li>
+ <li>Participant - </li>
-<p>A warning in the <strong>Problems View</strong> indicates the case
-that an activity resides in a lane with
-a performer other than the one of the activity, e.g.:</p>
-<p class="image"><img src="images/lane-participant-warning.png" alt="" />
-<br><strong>Figure:</strong> Participant Assignment Warning</p>
-<p><strong><span class="tip">! </span>Tip:</strong>
-To directly edit the property dialog of the according activity,
-double-click on the warning entry.</p>
-<h4>Association Restrictions during Lane Movements</h4>
-<p>Lanes associated to an organization cannot be nested inside lanes or
-moved to lanes associated to a subordinate organization or role. For example:</p>
-<p class="image"><img src="images/lane-participant-restriction.png"
- alt="Restriction of Moving Lanes" /> <br>
-<strong>Figure:</strong> Restriction of Moving Lanes to Lanes with Subordinate
-<p>The options for the participant selection in the property page of the
-inserted lane are restricted to subordinate organizations or roles.</p>
-<p class="image"><img src="images/lane-participant-restriction-2.png"
- alt="Restriction of Moving Lanes" /> <br>
-<strong>Figure:</strong> Property Page with Participant Options after Moving the
-<h2 id="upgrade">Model Upgrade Behavior</h2>
-<p>If you import or open a model created with a @productname@
-version older than 4.5, you will be prompted to upgrade. During this upgrade the
-lanes have to be adapted to the new lane behavior, e.g. having all elements in
-lanes. In case the model has symbols not residing in lanes, a new lane is
-created and these symbols will be moved there.</p>
-<p>Please note, that you have to reposition the symbols in that lane to meet
-your requirements. All existing lanes will be reordered. In some cases the lanes
-will overlap each other, enlarging and repositioning the lanes will make them
-appear again.</p>
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